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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,330 | $112,933-13.8% | $90,970+7.0% | $158,982-38.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 9.91% | 215.82%-205.9pp | 134.60%-124.7pp | 302.99%-293.1pp |
| Employer contribution / active EE | $6,796 | $2,893+134.9% | $2,122+220.3% | $4,763+42.7% |
| Participant deferral / active EE | $5,800 | $4,128+40.5% | $3,373+71.9% | $5,983-3.1% |
| Admin fee / account holder | $15,526 | $8,047+92.9% | $5,961+160.5% | $11,252+38.0% |